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Stock impact report

Curreen Capital Q1 2026 Letter [Seeking Alpha]

Advance Auto Parts Inc. (AAP) 
Last advance auto parts inc. earnings: 2/18 06:30 am Check Earnings Report
Company Research Source: Seeking Alpha
The businesses in the Curreen Capital portfolio set a high bar, their operating performance is pleasing, and most are very cheap. Curreen Capital analyzed many opportunities in the quarter, but none was superior to what the fund already owns. Curreen Capital continues to pursue spinoffs of good and understandable businesses at attractive upside-to-downside prices and non-spinoff good businesses selling well below downside valuation. Advance Auto Parts is attempting a turnaround, has fixed its balance sheet and is improving operations, currently trading at an attractive upside-to-downside ratio. 1550539/iStock via Getty Images Dear Partner, In the first quarter our fund was down 14%. Jan Feb Mar Q1 2026 Since Inception Annualized Curreen Capital Partners LP S&P 500 MSCI World (US Gross) Click to enlarge Whenever I add someone new to our distribution list, I let them know that our quarterly letters discuss our actions, and our year end letters review p Show less Read more
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